What happens?
“We Aim To Give People Certainty With Their Financial Needs”
Your first meeting is free of charge and gives you the chance to get to know us.
At this meeting we discuss your lifestyle goals and objectives and begin to map out some possible strategies for you.
The next step is for us to document our advice for you in a Statement of Advice (formerly known as a financial plan). This will be done on a fee for service basis and may cover such issues as:
- Your personal long and short term financial goals
- Superannuation advice
- Investment advice & wealth creation strategies
- Taxation and accounting matters
- How you can reduce your mortgage and personal debts
- Income protection and life insurance requirements
- Education savings plan for your children
- Retirement planning
- Centrelink issues
- Estate planning requirements